Paving the Way for More Payout and Peace of Mind
Exiting your business is one of the most important financial events of your life. Planning ahead makes all the difference.
A sale or succession brings up so many questions: what steps to follow, tax implications, documentation, how to minimize disruption for staff, and more. Mistakes can impact proceeds, timelines, and even relationships. These decisions require both the head and the heart – and Kregel & Co supports both.
Led by Certified Exit Planning Advisor (CEPA) Scott Kregel, our team helps you not only maximize the value of your company and minimize taxes when selling a business, but also protect your people and your legacy. We provide big-picture guidance and manage the small details so you can enter your next chapter with clarity, calm, and confidence.
Businesses We Support
Professional service firms
- Creative agencies
- Architects
- SaaS companies
- Real estate firms and syndicators
Socially conscious, service-based businesses
- B Corps
- For-profit service businesses with a socially conscious approach
Multiple entities
- Business owners with multiple entities and/or passthrough tax considerations
- Professionals with both business and individual tax needs
Sale and Succession Planning for Small Business Owners
All services are delivered by Scott Kregel, a Certified Exit Planning Advisor.
How We Work
K&Co’s small business accountants and Certified Exit Planning Advisor help make your life easier and better. We combine care and convenience by blending hands-on guidance with organized processes and easy tools, like Xero and Dropbox. This way, you always know what’s happening and can interact with us anytime, anywhere.
See Our Approach“Scott Kregel is phenomenal. I don’t think you could ask for someone better as a business partner. He’s more like a business person with an accounting specialty, and he has helped us save tremendously by working together with our other partners and advisors.”
Mike Campo
Operating Partner of Keystone Partners Group
Frequently Asked Questions
What is included in K&Co’s services when doing exit or succession planning for small businesses? How much does it cost?
There are several packages to choose from for small business accounting, taxes, and succession planning services. We can also work with you to customize a package for your specific needs. Pricing starts around $820/month, plus a one-time setup fee. Visit the Packages and Pricing page for details.
Do you have experience serving businesses like mine?
While K&Co has served a wide variety of companies over nearly 20 years in business, our specialty is partnering with:
Professional service firms
- Creative agencies
- Architects
- SaaS companies
- Real estate firms and syndicators
Socially conscious, service-based businesses
- B Corps
- For-profit service businesses with a socially conscious approach
Multiple Entities
- Business owners with multiple entities and/or passthrough tax considerations
- Professionals with both business and individual tax needs
K&Co’s customer retention rate since 2013 is 93%, and in a recent survey, 82% of our customers say they would recommend K&Co to others – more than double the industry average of >40%.
Do you work with customers outside of Philadelphia and Pennsylvania?
Yes. The headquarters for our small business accounting and payroll firm are in Philadelphia, but our team and customers are distributed across the country. All systems – from accounting and tax tools, to communication, to signatures – are completely digital, so business can be done anytime, anywhere. While we welcome seeing you in person, the vast majority of our customers interact with us solely by email, phone, and online tools.
What’s the best way to get a fast response from K&Co?
No matter how you interact with us, you can expect a fast response – usually within hours. The best way to reach us is via email.
Is my information secure when sending it via email, Dropbox, etc.?
We do not share sensitive documents via email, and we encourage you to avoid that too. Instead, our team uses secure tools like Dropbox and Adobe Sign, which have multiple layers of protection like encryption, secure transfers, and two-factor authentication.
Our team may occasionally reach out to you by phone or text, but only in the context of ongoing work you’re expecting from us. Please be cautious of any unexpected calls or messages claiming to be from K&Co or the IRS. Neither our team nor any government agency will request sensitive information through unsolicited phone calls or text messages.
You can also protect yourself by following best practices, like checking links before clicking or logging in, only making payments to people and entities you know, and turning on two-factor authentication for all online accounts.
If you ever have security questions or notice something suspicious, don’t hesitate to reach out to us. There are no silly questions, and you can never be too safe!
I still have questions. How can I reach you?
Say hello at hello@kregel-cpa.com, (215) 703-3098, or by filling out the form here.
Note: While the offices for our CPA firm are in Philadelphia and Souderton, many of our team members work remotely. If you would like to meet in person, please call or email before stopping by to confirm someone is on site.
Attentive Accountants at Your Service
K&Co’s Philadelphia CPA team serves businesses nationwide, offering the personal attention of a boutique firm with the expertise and professionalism of a large one.
Doing Well While Doing Good
As a B Corporation, K&Co voluntarily meets high standards of transparency, accountability, and performance. Your partnership with us makes a positive impact on the world.
